Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
‘Stan the Annuity Man’ Is Livid About Fixed Indexed Annuities
By Jane Wollman RusoffStan Haithcock tells ThinkAdvisor why the industry is outraged at him and why fee-based indexed annuities are the biggest joke of all time.
October 16, 2017
Guardian's Top Annuity Sales Executive Says the Excitement Is BackJim Lake has a two-question strategy for helping people understand why they need help.
October 13, 2017
Trump Tax Cuts and Tax-Free Retirement PlanningHeres one wrinkle: any changes made through budget reconciliation would expire in year 11.
October 11, 2017
State-Run Retirement Plans May Not Be the Best Option for Small-Business OwnersWhile state-run plans are proliferating, your small-business clients may find better options in the private sector.
October 11, 2017
Time Running Out to Fix Social Security, Medicare: BPCFurther delays could mean deeper cuts in benefits or increases in taxes or both, according to a Bipartisan Policy Center report.
October 11, 2017
The Unique Retirement Challenges of WomenAdvisors who understand womens unique retirement needs will be better positioned to manage a portion of that growing wealth.
October 10, 2017
LTCI’s Death March Sparks Rise in Hybrid ProductsThe enduring need for funding LTC has sparked a relatively new line of hybrid products that combine LTCI with life insurance or an annuity.
October 10, 2017
Retirement Assets of Many Households Fell Between 2013 and 2016: CRRThe Center for Retirement Research reports that assets fell for households headed by someone age 35 to 54 and rose for older households.